KCS - How Do I Export Matters From Clio?

Objective:

  • Matter data export
  • Matter export
  • Export All Matters
  • Clio to Clio migration

Environment:

  • Clio Web App

Additional Information:

Please note: the success of any data migration depends primarily on the quality of the data set in your original Clio account. Before attempting to migrate your information into a new Clio account, please ensure that your data is consistently formatted and well organized. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.

By default, Clio will only export your Open Matters. To export your Closed, Pending, or All Matters, click on the desired Matter status tab before exporting

If you would like a Matter Export that includes all Custom Fields by default go to our EXPORTS PAGE.

Procedure:

  1. Go to the main Matters tab
  2. Optionally apply filters to restrict the Matters you wish to export
  3. Optionally add up to 5 Custom Fields under Columns 
  4. Click Export
  5. Select an export format:
    • For importing into Excel, choose CSV
    • For migrating between two Clio accounts, choose CSV
    • For exporting into a readable format, choose PDF
  6. If CSV was selected in step 4, choose a column layout
    • For migrating between two Clio accounts, choose Available columns
  7. Click Export
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